$OUST: The Ban Widened, The Factory Scaled, And Here Is The Number Built Driver By Driver

Part 1 was the free reveal at $39.68. Since then the Pentagon barred a second Chinese lidar maker, and the factory scaled past a hundred thousand units a year.

Position disclosure: I own OUST. I opened the starter I flagged in Part 1 and I am sizing it as described in Section XV below. Shawarma Capital, June 2026. OUST closed near $42 on June 28, after running to a $51.50 fifty-two-week high in mid-June from the $39.68 close on June 5 that Part 1 was written against. The pullback matters, and I treat it as a gift rather than a warning. This is research synthesis, not investment advice. The full disclaimer is at the bottom.